CFS Investment Advisory Services’s American Electric Power AEP Stock Holding History

CFS Investment Advisory Services’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	8,312 +104	+1%	+$13.7K	0.08%	182
2026 Q1	$1.1M	Buy	8,208 +25	+0.3%	+$3.13K	0.08%	184
2025 Q4	$944K	Buy	8,183 +232	+3%	+$27.4K	0.07%	186
2025 Q3	$922K	Buy	7,951 +2,274	+40%	+$249K	0.07%	186
2025 Q2	$589K	Buy	5,677 +288	+5%	+$30K	0.05%	216
2025 Q1	$589K	Buy	5,389 +82	+2%	+$8.31K	0.05%	205
2024 Q4	$489K	Buy	5,307 +799	+18%	+$77.3K	0.04%	214
2024 Q3	$463K	Buy	+4,508	New	+$440K	0.04%	209
2024 Q2	–	Sell	-4,572	Closed	-$394K	–	263
2024 Q1	$394K	Buy	4,572 +298	+7%	+$24.2K	0.07%	122
2023 Q4	$347K	Buy	4,274 +417	+11%	+$32.4K	0.06%	125
2023 Q3	$290K	Buy	+3,857	New	+$314K	0.05%	149

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFS Investment Advisory Services's AEP Position: Q2 2026 in Review

CFS Investment Advisory Services increased its American Electric Power (AEP) stake by 1.3% in Q2 2026, buying an estimated $13.7K and bringing the position to 8,312 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #182.

CFS Investment Advisory Services first reported a position in AEP in Q3 2023 and has held it in 11 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

CFS Investment Advisory Services held 8,312 shares of American Electric Power worth $1.15M as of Q2 2026.
CFS Investment Advisory Services bought 104 American Electric Power shares in Q2 2026, an estimated $13.7K.
American Electric Power made up 0.08% of CFS Investment Advisory Services's portfolio in Q2 2026, its #182 holding.
CFS Investment Advisory Services first reported a position in American Electric Power in Q3 2023 and has held it in 11 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.